Creatio does have this, or at least it can work like this. If you're using organizational roles, each organizational role can have a management role. The management role inherits the permissions of the users in the organizational role. Meaning, if you create an org role called "sales" and then add an management role for the sales org role, the people in the management role inherit the permissions of the users in the org role. See https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/user-management/organizational-roles#title-2266-2

Note, this often means you also need to setup object/record permissions for things based on these roles as well, instead of by users (so the permissions can be inherited by the managers of the role). For example, you could add record access permissions that if anyone in "sales" creates a record, that edit permissions is given to anyone in the "sales managers role".

Ryan

Ok, Thanks -- that's kind of what I thought, with my rudimentary experience with roles (and Creatio in general).

So, applying this to our large sales organization ...
Instead of implementing a single "sales" role, we would need to implement a "superuser" role, but for each sales division -- perhaps?

For example, we have 8 sales regions, like "Asia" and "Europe" and "South America".  There are 30-50 sales reps in each region.
We don't want all their "issues" trickling up to one admin, so as I mentioned we want a "SuperUser" in each region:  "SuperUser-Asia", SuperUser-India" and so on.  I guess these would be "management" roles in Creatio.

So, we would have to divide up the Sales Reps (users) into separate orgs (one for each region) so that their data would be visible to their SuperUser? 
Can I create separate orgs in Creatio, all living underneath the main Company org?

Thanks -- any suggestions you have are appreciated!

Rob

Yes, the roles are hierarchical. Each sub role inheriting the permissions of the roles before. You can have a role for sales, then sub roles for each division. Each division can have a managers role which could give them inherited permissions for the division they manage.  

I will have to review this with our integrator.   They are telling us that in the forthcoming release of Creatio, there are some enhancements to roles and permissions -- Are there any hints or documentation as to what this might be?   We need to allow certain roles to be able to edit specific data but not all.

(For example, a salesman creates a customer account DuPont Paints and can assign it to a "master" account DuPont International. This is really something that his local manager admin should also able to do, but can't)

Hello,

Please reattach your screenshot since its corrupted and cannot be reviewed. In general please make sure your package where the element is developed is not the assembly package and that the product that you are working in is of marketing build (like sales-enterprise-marketing-service-enterprise).

Hi Enjio! How are you? As a quick workaround, you could use "Add Data," element add a record, for example, in a "LogSMS" custom entity, and create a BP that has a trigger on that table and the logic for sending the SMS.

Hi,

Yes, starting from version 8.x, Creatio uses dependency injection (DI) more actively, including for services like IFileRepository, which is now resolved via ClassFactory.Get<IFileRepository>().

To override the default implementation, you can register your custom class as the default for the interface in the dependency container.
 

Solution: Register your class for the interface

You have to create your own AppEventListener and bind your class to the appropriate interface there.

public class UsrAppEventListener : AppEventListenerBase
{
	public override void OnAppStart(AppEventContext context) 	{
		base.OnAppStart(context);
		ClassFactory.Bind<IFileRepository, CustomFileRepository>(reuseType: ReuseType.Singleton);
    }
}

Where:

• CustomFileRepository is your custom class that implements IFileRepository
• ReuseType.Singleton (or None) depends on your usage

⚠️ Important: Ensure your class fully implements the IFileRepository interface.

This way, when FileService calls ClassFactory.Get<IFileRepository>(), it will receive your custom implementation.

TU Irina

The new behavior is Creatio tries to make it's best judgement of where to save things, it does NOT use the Current Package setting. It's not often correct in where it decides to save things IMO and a bit frustrating, so there's really no where to see it because the system will decide differently based on what item you're trying to save. This article shows how to force save a page into a certain application's pacakge or to turn off the new way and revert back to using the Current Package system setting instead: https://customerfx.com/article/reverting-the-behavior-for-saving-pages-in-the-creatio-freedom-ui-designer-to-use-current-package-setting/

Ryan

Thanks Ryan,

we are trying to have App/package structure where one App has all of the objects and then all of the different apps are dependent on the Data from the DB package.

Intention is to deliver independently from data model different apps for different projects ongoing in the customer

This would work fine with classic but now we are running into some question because of this "smart" behavior.

Last example was Creatio added a field in the activity object to link to custom object when we added a list to the page of the custom object

Do you think this approach would fix these issues?

Thanks again

Check out this article:

Store app data | Creatio Academy

Greeting,

Currently, there is no option to modify the "Primary culture" system setting, which is responsible for the default culture in the system. 

By default, English is set as the base culture for all system builds to ensure the proper functioning of our product, including multilingual templates and localized user experiences.

If you need to change the language, this can be done in the system user profile for each individual user. 

Modifying the "Primary culture" system setting could result in incorrect functionality, so it is essential to adjust the language preference at the user level.

We understand that this limitation may cause challenges, and we have already submitted a request to our R&D department to explore implementing this functionality in future system releases.

Please let us know if you have other questions.

Thank you for reaching out!

Hello!
 

You can bulk change the value of the SysCultureId column for users in the SysAdminUnit table. The corresponding values can be found in the SysCulture table.
After that, the user will need to re-login in the system to apply the localization changes, or you can flush Redis so that all users are forced to re-authorize.
 

Please be careful when applying this approach and check it in detail on a test environment before implementing on prod.

Hello,

Please note that OOTB business process element "Process file" can only generate Word reports, you can find more details about its functionality in this article:

https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/process-file-element

Instead, you can use the "Generate Excel report" element that is a part of the "Excel reports builder for Creatio" app. 

Please note, that only the reports with "Custom report" type and a checked "Available in process" boolean can be used in the process.

Mira Dmitruk,

Hi, Mira, 

    Thank you for your help, however, I can't find "Available in process" setting in the Excel report setting, that may be the reason that I can't find it inside Excel in BP. What's the reason? I'm using 8.2.1.5446 Creatio cloud version, install the excel builder app few days ago. 
 


Jeffrey.

 

Jeffrey,

That option is only available for Custom Report types, not Section Reports as shown in your screenshot. If you create a new Excel report with type=Custom Report, it will show for that one.

Ryan

Hello!

Unfortunately, by default, this functionality cannot be implemented due to the core logic of the application’s configuration.

When working with the Feed tab, you are interacting with a system object governed by predefined rules. According to these rules, only the user who created the post (the Owner) has the ability to delete (Remove) or edit (Edit) it, just like with other system objects. 

However, we have forwarded your suggestion to our development team for review, and they will explore the possibility of implementing such a feature in future releases.

Thank you for helping us improve Creatio!

Hello,
 

Live date update is only available on Freedom UI feed pages, and it works based on a web socket connection.
 

We recommend that you make sure that both sites use the Freedom UI account page.
 

And also make sure that web sockets are configured correctly for the production site.
 

More information can be found in the article on our academy.
 

If everything is configured correctly, but the feed does not update automatically without refreshing the page, we recommend contacting our support team - support@creatio.com
 

Thank you for contacting us!

Hello Pvalo,
I didn't explain my problem well.
On our production environment, if two users are logged in to the same Account page in Classic UI, then if a feed is posted on one page, it automatically appears on the other user's page. 
If both users are on Freedom, you must reload the Account page to see the posted feed.

But on our DEV environment, it works in both cases, feeds always appears automatically.
Do I have a configuration problem or is this the normal way of working?

Thank you !

Hi!

This behavior may indicate that the access permissions for reading emails from the mailbox are not fully configured.

We recommend reviewing this article and adjusting the permissions to ensure that all users working with cases can read the emails.

Please note that after making changes to the mailbox settings, the new rules will apply only to emails received afterward.

Best regards,

Kate